Skills
Portfolio Management
Client Advisory
Investment Strategy
About the Role
Mercer Advisors is seeking a Portfolio Consultant to help clients strengthen and simplify their financial lives. You’ll be part of a team that brings together financial planning, investment management, and related services—delivered with a single, coordinated approach.
We work with families across the U.S., and we’re proud to be an independent fiduciary committed to acting in clients’ best interests.
Responsibilities
- Partner with clients and internal teams to support portfolio-related recommendations and ongoing service
- Help translate investment strategies into clear, client-friendly guidance
- Coordinate with specialists to ensure a well-rounded approach across planning and wealth management needs
- Maintain accurate documentation and support client reporting processes
Requirements
- Experience working with investment portfolios and/or wealth management services
- Strong communication skills with the ability to explain complex information simply
- Client-focused mindset and commitment to fiduciary standards
- Ability to collaborate effectively across teams and support a high-service experience
Benefits
- Remote work flexibility with a national footprint
- Opportunity to join a firm known for comprehensive, integrated client care
- Support for professional growth within a collaborative advisory environment
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